KEEL MAGAZINE

At Eastport, we aim to be your keel, as on a boat – your point of balance, giving you directional stability. We help you get beyond thinking of money as the deep and unpredictable water you’re in. With our knowledge as your ballast, money can be the body that buoys you, propelling your good and purpose-rich life.

2026 Fall Market & Economic Video Update

Q4 2026 Market Update: Rising Rates & Yen Carry Trade

What Rising Interest Rates and the Yen Carry Trade Mean for Your Portfolio.

Interest rates are climbing, inflation is stubborn, and yet corporate earnings keep surprising to the upside. If that mix feels hard to square, you're not alone.

In our Q4 2026 market update, Eastport's Chief Investment Officer, Matthew Jenkinson, explains how these forces fit together. He covers the Federal Reserve's decision to raise rates under political pressure, the AI-driven demand for capital, and a quieter source of strain that few investors are watching: the unwinding of the yen carry trade.

Below, we walk through the key themes shaping Canadian and U.S. markets this quarter, and why the right response isn't to predict the noise but to build a portfolio that can endure it.

Watch our video update below